Testgrity user guide

Testgrity helps you create, organise, run, and review automated tests for Microsoft Power Platform and Dynamics 365 model-driven apps.

Guide contents

1. Getting started — sign in, choose a project, connect an environment, and report an issue.
2. Designing tests — create suites and cases, retrieve metadata, and build test steps.
3. Recording tests — capture a D365 workflow with the browser recorder.
4. Running tests and reviewing reports — run a suite, monitor progress, cancel a run, and inspect evidence.
5. Action reference — a quick reference to the actions available in the Designer.
6. Troubleshooting — solutions for common connection, recording, execution, and report issues.

Typical workflow

1. Sign in and select a project.
2. Add a Dynamics 365 environment and connect it when using a local, Docker, or worker-based runner.
3. Retrieve the environment's Dataverse metadata.
4. Create a suite and add test cases with the Designer or recorder.
5. Select Run, choose a suite and execution mode, and start the run.
6. Expand the suite log and open each case report to review steps and artifacts.

Screenshots in this guide are illustrative. Names, counts, available controls, and execution options may differ by deployment. Environment URLs are sanitised.